Jon T's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/30547/comments http://seekingalpha.com/article/174656-cramer-s-stop-trading-what-the-dell-11-20-09?source=feed#comment-771905 771905 If Dell and HP cannot find a significantly better operating system than Windows sometime soon, it will indeed become a terminal decline...]]> Sun, 22 Nov 2009 12:12:37 -0500 If Dell and HP cannot find a significantly better operating system than Windows sometime soon, it will indeed become a terminal decline...]]> http://seekingalpha.com/article/174588-a-worm-in-the-apple?source=feed#comment-770346 770346 I think I might defer to those who are looking less at historical charts and more at margins, growth levels in market share and likelihood of introducing groundbreaking new products…

ie the writer may be perfectly correct.

In theory.]]> Sat, 21 Nov 2009 08:11:53 -0500 I think I might defer to those who are looking less at historical charts and more at margins, growth levels in market share and likelihood of introducing groundbreaking new products…

ie the writer may be perfectly correct.

In theory.]]> http://seekingalpha.com/article/173531-the-power-of-instant-approval?source=feed#comment-763497 763497 Crucially, developers must know that they can't sneak stuff through, or be frivolous about what they submit.

It is a SERIOUS process. To be taken SERIOUSLY.

Even if a few whinging 'get rich quick' developers are getting airtime, customers are getting a service and a product that is years ahead of anything seen before...

Congratulations to Apple for sticking to their beliefs. ]]> Tue, 17 Nov 2009 09:07:09 -0500 Crucially, developers must know that they can't sneak stuff through, or be frivolous about what they submit.

It is a SERIOUS process. To be taken SERIOUSLY.

Even if a few whinging 'get rich quick' developers are getting airtime, customers are getting a service and a product that is years ahead of anything seen before...

Congratulations to Apple for sticking to their beliefs. ]]> http://seekingalpha.com/article/172400-s-p-500-s-top-returners-in-2009?source=feed#comment-755073 755073 One of the few viewpoints I've seen in recent times that says APPL is an "Unattractive" stock.

Odd. Very odd.]]> Wed, 11 Nov 2009 08:14:22 -0500 One of the few viewpoints I've seen in recent times that says APPL is an "Unattractive" stock.

Odd. Very odd.]]> http://seekingalpha.com/article/172439-political-expediency-distorts-gdp-gains?source=feed#comment-753641 753641 You only need to look at Britain to see where this kind of mismanagement has led... The last industrialised nation to still be in recession.

"Such anti-business policies do not stimulate job growth and nor does a stimulus package that is focused more on buttressing bloated government spending at the State and municipal levels as opposed to investments in overdue infrastructure improvements where jobs can't be outsourced. But the Obama Administration is a master at managing economic events to distort short-term economic outcomes having nothing to due with the real overall health of the economy."]]> Tue, 10 Nov 2009 09:07:31 -0500 You only need to look at Britain to see where this kind of mismanagement has led... The last industrialised nation to still be in recession.

"Such anti-business policies do not stimulate job growth and nor does a stimulus package that is focused more on buttressing bloated government spending at the State and municipal levels as opposed to investments in overdue infrastructure improvements where jobs can't be outsourced. But the Obama Administration is a master at managing economic events to distort short-term economic outcomes having nothing to due with the real overall health of the economy."]]> http://seekingalpha.com/article/172102-what-s-wrong-with-the-gaming-industry?source=feed#comment-752121 752121 I blame Microsoft's Xbox for turning people off hugely expensive hardware and software.

The Wii made it fun and lighthearted, and the iPhone has taken that a step further.]]> Mon, 09 Nov 2009 08:25:16 -0500 I blame Microsoft's Xbox for turning people off hugely expensive hardware and software.

The Wii made it fun and lighthearted, and the iPhone has taken that a step further.]]> http://seekingalpha.com/article/171956-europe-s-biggest-newspaper-forcing-purchase-of-its-iphone-app?source=feed#comment-752053 752053 Are they nuts?

Europian indeed...!]]> Mon, 09 Nov 2009 07:27:46 -0500 Are they nuts?

Europian indeed...!]]> http://seekingalpha.com/article/171892-whose-notebook-pc-business-is-most-valuable?source=feed#comment-750499 750499
For example, I doubt Dell will even exist in 7 years...

As they say with forecasting, no-one will ever come back and say you got that wrong!

Your price for Mac laptops might be correct, if you include new family additions such as the forthcoming Slate/MacTouch product expected in 2010.

I do doubt Apple will have margins under 32%, with increased market share and volume, I expect their buying power to increase rather than diminish, so expect 35% plus.]]> Sun, 08 Nov 2009 06:54:23 -0500
For example, I doubt Dell will even exist in 7 years...

As they say with forecasting, no-one will ever come back and say you got that wrong!

Your price for Mac laptops might be correct, if you include new family additions such as the forthcoming Slate/MacTouch product expected in 2010.

I do doubt Apple will have margins under 32%, with increased market share and volume, I expect their buying power to increase rather than diminish, so expect 35% plus.]]> http://seekingalpha.com/article/171759-how-apple-s-market-share-will-propel-stock-to-500-part-2?source=feed#comment-747544 747544 If Android doesn't deliver something spectacular in the next two years, then iPhone will be heading towards ridiculous market shares, just as the iPod did.

And that's not even accounting for the iSlate/MacTouch..

All the predictions of an Apple tipping point in the market are coming true. How nice that the world order can be so well and truly turned upside down.]]> Fri, 06 Nov 2009 06:14:48 -0500 If Android doesn't deliver something spectacular in the next two years, then iPhone will be heading towards ridiculous market shares, just as the iPod did.

And that's not even accounting for the iSlate/MacTouch..

All the predictions of an Apple tipping point in the market are coming true. How nice that the world order can be so well and truly turned upside down.]]> http://seekingalpha.com/article/170801-apples-to-apples-will-history-repeat-itself-as-android-gains-on-the-iphone?source=feed#comment-744191 744191 Silly, silly post.

And you spell it 'zealot' not 'zelot'.


On Nov 04 09:39 AM Whoa Nelly wrote:

> The Droid is not even available for sale to the general public yet
> and already all the Applezelots are declaring the device and the
> platform DOA with not a single sale to anyone!!!
>
> One thing you will never do is argue facts & logics with a zelot.]]> Wed, 04 Nov 2009 09:51:01 -0500 Silly, silly post.

And you spell it 'zealot' not 'zelot'.


On Nov 04 09:39 AM Whoa Nelly wrote:

> The Droid is not even available for sale to the general public yet
> and already all the Applezelots are declaring the device and the
> platform DOA with not a single sale to anyone!!!
>
> One thing you will never do is argue facts & logics with a zelot.]]> http://seekingalpha.com/article/170801-apples-to-apples-will-history-repeat-itself-as-android-gains-on-the-iphone?source=feed#comment-743993 743993
And on the topic of Android, they should include this one for size (highly recommended):

www.roughlydrafted.com.../]]> Wed, 04 Nov 2009 08:22:47 -0500
And on the topic of Android, they should include this one for size (highly recommended):

www.roughlydrafted.com.../]]> http://seekingalpha.com/article/170801-apples-to-apples-will-history-repeat-itself-as-android-gains-on-the-iphone?source=feed#comment-743979 743979
Manufacturers are desperate, after two years, to copy the iPhone, none have come close - even to version one. They're also desperately copying OSX, and iPods, and iMacs, and MacBook Airs, and Macbook Pros, and the App Store, and iTunes...

Apple is leading by as much as 5 years, and what comes out of PA Semi will send them further ahead too.

The vertical integration of Apple is being copied, even by Microsoft, because the latter's model is so utterly devalued by customers today.]]> Wed, 04 Nov 2009 08:15:33 -0500
Manufacturers are desperate, after two years, to copy the iPhone, none have come close - even to version one. They're also desperately copying OSX, and iPods, and iMacs, and MacBook Airs, and Macbook Pros, and the App Store, and iTunes...

Apple is leading by as much as 5 years, and what comes out of PA Semi will send them further ahead too.

The vertical integration of Apple is being copied, even by Microsoft, because the latter's model is so utterly devalued by customers today.]]> http://seekingalpha.com/article/170773-microsoft-free-cash-flow-analysis?source=feed#comment-742566 742566
It doesn't matter how you dress it up, using whatever arithmetic you want to use, but it's extremely hard to see Microsoft going back to its heyday.]]> Tue, 03 Nov 2009 12:37:39 -0500
It doesn't matter how you dress it up, using whatever arithmetic you want to use, but it's extremely hard to see Microsoft going back to its heyday.]]> http://seekingalpha.com/article/169819-google-should-make-apple-beg-for-maps-navigation?source=feed#comment-736746 736746
www.roughlydrafted.com.../

And as for the crazy suggestion above by pakalis that Google can turn off it's API's. Why one earth would they? They depend on Search and putting their stuff out to as many eyes as they can.]]> Fri, 30 Oct 2009 08:03:51 -0400
www.roughlydrafted.com.../

And as for the crazy suggestion above by pakalis that Google can turn off it's API's. Why one earth would they? They depend on Search and putting their stuff out to as many eyes as they can.]]> http://seekingalpha.com/article/168870-shoppers-to-spend-400-million-on-ebay-using-its-iphone-app?source=feed#comment-732011 732011 Just more evidence that the iPhone is a massive game changer.

And more impressive is that after 2 years nothing else has come close - to version 1 let alone subsequent versions.]]> Tue, 27 Oct 2009 08:23:08 -0400 Just more evidence that the iPhone is a massive game changer.

And more impressive is that after 2 years nothing else has come close - to version 1 let alone subsequent versions.]]> http://seekingalpha.com/article/168763-not-everyone-likes-windows-7?source=feed#comment-730549 730549
7 is a disaster, the ship just isn't fully on the rocks yet.]]> Mon, 26 Oct 2009 10:01:08 -0400
7 is a disaster, the ship just isn't fully on the rocks yet.]]> http://seekingalpha.com/article/168356-can-apple-be-a-300-stock?source=feed#comment-726790 726790 What nonsense Paul! There is NO commoditisation happening here - at all!

The carriers that don't have the iPhone are screaming for it and are paying premium - not commodity - prices.

On Oct 23 08:16 AM Paul Harper wrote:

> We can see that iPhone is starting to become commoditised in a number of markets ]]> Fri, 23 Oct 2009 09:19:22 -0400 What nonsense Paul! There is NO commoditisation happening here - at all!

The carriers that don't have the iPhone are screaming for it and are paying premium - not commodity - prices.

On Oct 23 08:16 AM Paul Harper wrote:

> We can see that iPhone is starting to become commoditised in a number of markets ]]> http://seekingalpha.com/article/168356-can-apple-be-a-300-stock?source=feed#comment-726782 726782
To reach $300 it almost certainly needs no more than 5% and 5% respectively.

It will be an easy win, happening before the end of 2010.

And as for Nokia, it wants $12 per iPhone for the same technology it charges others maybe $1 per phone.... Screw Nokia, they need to come down to earth.]]> Fri, 23 Oct 2009 09:15:18 -0400
To reach $300 it almost certainly needs no more than 5% and 5% respectively.

It will be an easy win, happening before the end of 2010.

And as for Nokia, it wants $12 per iPhone for the same technology it charges others maybe $1 per phone.... Screw Nokia, they need to come down to earth.]]> http://seekingalpha.com/article/167838-everybody-loves-apple?source=feed#comment-726626 726626
Strange as it seems, the same advice is being dispensed today as when it was at 90.. APPL has a long and happy road ahead of it.

It's because the company only cares about one thing and one thing only - making great products that are unlike any others. And that's not going to change - they will just be emboldened, and have the resources to do ever more. Believe me.]]> Fri, 23 Oct 2009 06:15:16 -0400
Strange as it seems, the same advice is being dispensed today as when it was at 90.. APPL has a long and happy road ahead of it.

It's because the company only cares about one thing and one thing only - making great products that are unlike any others. And that's not going to change - they will just be emboldened, and have the resources to do ever more. Believe me.]]> http://seekingalpha.com/article/168165-when-the-going-gets-tough-the-tough-get-an-apple?source=feed#comment-726619 726619
And remember, there are reports coming out now that 80% of companies are running some Macs on their networks.

And we know what that widespread (but still small) number of users will lead to...]]> Fri, 23 Oct 2009 05:53:31 -0400
And remember, there are reports coming out now that 80% of companies are running some Macs on their networks.

And we know what that widespread (but still small) number of users will lead to...]]> http://seekingalpha.com/article/167471-apple-may-find-itself-at-risk-in-legacy-core-business?source=feed#comment-721851 721851 What a strange article.

Sounds like there are demons getting to you. Change your line of work if I were you.]]> Tue, 20 Oct 2009 08:41:26 -0400 What a strange article.

Sounds like there are demons getting to you. Change your line of work if I were you.]]> http://seekingalpha.com/article/166974-apple-vs-microsoft-who-will-bring-the-ideal-mobile-productivity-device?source=feed#comment-718559 718559
10 years and Win Mobile is at 6.5, and it may as well be out of the ark.]]> Sat, 17 Oct 2009 11:55:58 -0400
10 years and Win Mobile is at 6.5, and it may as well be out of the ark.]]> http://seekingalpha.com/article/166313-google-waves-little-secret-it-already-works-on-the-iphone?source=feed#comment-715102 715102
The future is bright for APPL 'n GOOG.]]> Wed, 14 Oct 2009 12:22:13 -0400
The future is bright for APPL 'n GOOG.]]> http://seekingalpha.com/article/165483-running-the-numbers-the-roller-coaster-that-is-apple?source=feed#comment-708336 708336 Show me a "peer" that has an iPhone, an iPod, a Mac, chipdesign, iTunes, highest sales per foot stores ever, or a Steve Jobs, or even a Jonny Ive. 

People must understand that Apple is completely incomparable to any other business, ever.

The analysis above is worthless. TOTALLY worthless!]]> Thu, 08 Oct 2009 08:11:15 -0400 Show me a "peer" that has an iPhone, an iPod, a Mac, chipdesign, iTunes, highest sales per foot stores ever, or a Steve Jobs, or even a Jonny Ive. 

People must understand that Apple is completely incomparable to any other business, ever.

The analysis above is worthless. TOTALLY worthless!]]> http://seekingalpha.com/article/165004-adobe-blinks-first-in-flash-battle-with-apple?source=feed#comment-704901 704901 Flash is a mess, it's day of reckoning is coming.

I truly hope Apple wins out on this and one day we see it die, to be replaced by truly open, html 5. Free, open and efficient for everyone, mobile or not.

RIM will go with Flash only to make a differentiator from the iPhone, which might fool about a dozen people or so...]]> Tue, 06 Oct 2009 09:36:40 -0400 Flash is a mess, it's day of reckoning is coming.

I truly hope Apple wins out on this and one day we see it die, to be replaced by truly open, html 5. Free, open and efficient for everyone, mobile or not.

RIM will go with Flash only to make a differentiator from the iPhone, which might fool about a dozen people or so...]]> http://seekingalpha.com/article/164280-apple-apps-incredible-success-has-many-marketing-implications?source=feed#comment-699754 699754 Those crap apps were the training ground for developers experimenting with a new platform.

They liked what they saw and the rest is history.

MSFT went up more than 30,000% over 12 years with it's run at the PC market.

AAPL is about to do something similar, because no-one has the combination of an OSX, and a team like the one in Cupertino.]]> Fri, 02 Oct 2009 09:19:06 -0400 Those crap apps were the training ground for developers experimenting with a new platform.

They liked what they saw and the rest is history.

MSFT went up more than 30,000% over 12 years with it's run at the PC market.

AAPL is about to do something similar, because no-one has the combination of an OSX, and a team like the one in Cupertino.]]> http://seekingalpha.com/article/164476-will-apple-drop-google-search?source=feed#comment-699745 699745 This guy is either a moron or from planet Zog.

They're all just wanting to talk up the great "rift" between Apple Google.]]> Fri, 02 Oct 2009 09:12:58 -0400 This guy is either a moron or from planet Zog.

They're all just wanting to talk up the great "rift" between Apple Google.]]> http://seekingalpha.com/article/162313-google-releases-a-nuke-apple-wont-win-this-fight?source=feed#comment-684749 684749
No-one has built anything like the iPhone platform before, and there is no need for Apple to rush into accepting everything presented to it just to satisfy 'outraged tech bloggers', who mostly can't see their arses from their elbows...]]> Mon, 21 Sep 2009 08:51:42 -0400
No-one has built anything like the iPhone platform before, and there is no need for Apple to rush into accepting everything presented to it just to satisfy 'outraged tech bloggers', who mostly can't see their arses from their elbows...]]> http://seekingalpha.com/article/162311-google-s-fcc-response-directly-contradicts-apple-on-google-voice-rejection?source=feed#comment-684748 684748
No-one has built anything like the iPhone platform before, and there is no need for Apple to rush into accepting everything presented to it just to satisfy 'outraged tech bloggers', who mostly can't see their arses from their elbows...]]> Mon, 21 Sep 2009 08:50:42 -0400
No-one has built anything like the iPhone platform before, and there is no need for Apple to rush into accepting everything presented to it just to satisfy 'outraged tech bloggers', who mostly can't see their arses from their elbows...]]> http://seekingalpha.com/article/162389-even-at-185-i-m-sticking-with-apple?source=feed#comment-684745 684745
No it won't. The DNA is utterly different.

Why does Microsoft spend $6 for every $1 Apple spends on R&D, and yet has nothing to show for it?

Not a very thought provoking article.]]> Mon, 21 Sep 2009 08:47:14 -0400
No it won't. The DNA is utterly different.

Why does Microsoft spend $6 for every $1 Apple spends on R&D, and yet has nothing to show for it?

Not a very thought provoking article.]]>